Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
MoneyBee-QUEENBEE
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.65%
6 Months
2.30%
18.05%
1 Year
9.30%
−2.50%
3 Years
13.80%
11.39%
5 Years
16.30%
20.90%
Since Inception
18.90%
19.45%
Fund Age
10 yrs 1 mo
19 yrs 2 mo
AUM
₹2,128.58 Cr
₹108.27 Cr
Alpha – 1 Year
4.60%
−6.26%
Alpha – 3 Years
1.70%
0.49%
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
31.36%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.61
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.11
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%